EPA
Z icon

Element Pointe Advisors’s Zillow Z Stock Holding History

Element Pointe Advisors’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-11,657
Closed -$1.03M – 120
2021
Q3 		$1.03M Sell
11,657
-9,122
-44% -$923K 0.35% 51
2021
Q2 		$2.32M Buy
20,779
+2,031
+11% +$247K 0.7% 24
2021
Q1 		$2.43M Buy
18,748
+2,112
+13% +$313K 0.82% 18
2020
Q4 		$2.16M Buy
16,636
+485
+3% +$53.6K 0.8% 17
2020
Q3 		$1.64M Buy
16,151
+2,040
+14% +$159K 0.73% 16
2020
Q2 		$812K Buy
14,111
+2,225
+19% +$110K 0.42% 32
2020
Q1 		$428K Buy
+11,886
New +$549K 0.26% 46
2019
Q4 		– Sell
-11,676
Closed -$348K – 103
2019
Q3 		$348K Buy
11,676
+1,501
+15% +$59.8K 0.2% 62
2019
Q2 		$472K Buy
+10,175
New +$405K 0.27% 43

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return